VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

GSK plc vs Johnson & Johnson

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

GSK plc

GSK · London Stock Exchange

Market cap (USD)$89.3B
Gross margin (TTM)72.5%
Operating margin (TTM)22%
Net margin (TTM)17.5%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryGB
Data as of2025-12-28
Moat score
62/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into GSK plc's moat claims, evidence, and risks.

View GSK analysis

Johnson & Johnson

JNJ · New York Stock Exchange

Market cap (USD)$584.4B
Gross margin (TTM)72.8%
Operating margin (TTM)27.2%
Net margin (TTM)28.5%
SectorHealthcare
IndustryDrug Manufacturers - General
CountryUS
Data as of2025-12-21
Moat score
61/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Johnson & Johnson's moat claims, evidence, and risks.

View JNJ analysis

Comparison highlights

  • Moat score gap: GSK plc leads (62 / 100 vs 61 / 100 for Johnson & Johnson).
  • Segment focus: GSK plc has 3 segments (37.6% in Specialty Medicines); Johnson & Johnson has 2 segments (64.1% in Innovative Medicine).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: GSK plc has 4 moat types across 3 domains; Johnson & Johnson has 5 across 3.

Primary market context

GSK plc

Specialty Medicines

Market

Branded specialty pharmaceuticals (HIV, oncology, immunology/respiratory)

Geography

Global

Customer

Hospitals, specialist physicians, payers

Role

Innovator & branded manufacturer

Revenue share

37.6%

Johnson & Johnson

Innovative Medicine

Market

Branded prescription pharmaceuticals (biopharma)

Geography

Global

Customer

Wholesalers, hospitals, retailers, healthcare professionals, payers

Role

Drug discovery, development, manufacturing, commercialization

Revenue share

64.1%

Side-by-side metrics

GSK plc
Johnson & Johnson
Ticker / Exchange
GSK - London Stock Exchange
JNJ - New York Stock Exchange
Market cap (USD)
$89.3B
$584.4B
Gross margin (TTM)
72.5%
72.8%
Operating margin (TTM)
22%
27.2%
Net margin (TTM)
17.5%
28.5%
Sector
Healthcare
Healthcare
Industry
Drug Manufacturers - General
Drug Manufacturers - General
HQ country
GB
US
Primary segment
Specialty Medicines
Innovative Medicine
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
62 / 100
61 / 100
Moat domains
Supply, Legal, Demand
Legal, Demand, Supply
Last update
2025-12-28
2025-12-21

Moat coverage

Shared moat types

IP Choke Point

GSK plc strengths

Capex Knowhow ScaleCompliance AdvantageSwitching Costs General

Johnson & Johnson strengths

Regulated Standards PipeTraining Org Change CostsBrand TrustService Field Network

Segment mix

GSK plc segments

Full profile >

Vaccines

Oligopoly

29.1%

Specialty Medicines

Oligopoly

37.6%

General Medicines

Competitive

33.2%

Johnson & Johnson segments

Full profile >

Innovative Medicine

Competitive

64.1%

MedTech

Oligopoly

35.9%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.